Pursuant to Regulation 30 of the SEBI (LODR) Regulations, 2015, we are enclosing herewith the Investor Presentation to be made to the Analysts/Investors on the Financial Results for the ....

BSE Limited National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Fort Bandra Kurla Complex, Mumbai 400 001 Bandra (E), Mumbai 400 051 August 13, 2026 Sc no.- 18973 Dear Sir/Madam, Sub: Submission of Investor presentation to be made to the Analysts/Investors Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 and with further reference to our letter bearing sc no. 18971 dated August 7, 2026, we are enclosing herewith the presentation to be made to the Analysts/Investors on the Financial Results and operations of Tata Motors Passenger Vehicles Limited (formerly Tata Motors Limited) (‘the Company’) for the first quarter ended June 30, 2026. The same is also being made available on the Company’s website at www.cars.tatamotors.com. This is for information of the Exchanges and the Members. Yours faithfully, Tata Motors Passenger Vehicles Limited (formerly Tata Motors Limited) Maloy Kumar Gupta Company Secretary & Chief Legal Officer Encl: as above Tata Motors Passenger Vehicles Limited (formerly known as Tata Motors Limited) Results for the quarter ended June 30, 2026 Safe harbour statement Statements in this presentation describing the objectives, projections, Other Details estimates and expectations of Tata Motors Passenger Vehicles Limited (the • Presentation format : The results provided represent the details on consolidated segment “Group”), Jaguar Land Rover Automotive plc (“JLR”) and its business level. The operating segment comprise of Automotive segment and others. segments may be “forward-looking statements” within the meaning of • In automotive segment, results have been presented for entities basis two reportable sub- applicable securities laws and regulations. Actual results could differ segments as below. materially from those expressed or implied. Important factors that could TMPV Group Automotive business make a difference to the Group’s operations include, amongst others, economic conditions affecting demand / supply and price conditions in the domestic and overseas markets in which the Group operates, changes in Tata Passenger Vehicles (Tata PV) Jaguar Land Governmentregulations, tax laws andother statutes and incidental factors. Includes TMPVL, TPEML,TMDTC, Rover Trilix, Joint operation: FIAPL Certain analysis undertaken and represented in this document may constitute an estimate from the Group and may differ from the actual underlying results. • JLR volumes: Retail volume data includes sales from the Chinese joint venture (“CJLR”) and Wholesale volumes exclude sales from CJLR. • Reported EBITDA is defined to include the product development expenses charged to P&L Narrations and realised FX and commodity hedges but excludes the gain/ loss on realised derivatives - Q1FY27 represents the 3 months period from 1 Apr 2026 to 30 Jun 2026 entered into for the purpose of hedging debt, revaluation of foreign currency debt, - Q4FY26 represents the 3 months period from 1 Jan 2026 to 31 Mar 2026 revaluation of foreign currency other assets and liabilities, MTM on FX and commodity - Q1FY26 represents the 3 months period from 1 Apr 2025 to 30 Jun 2025 hedges, other income (except government grant) as well as exceptional items. • Reported EBIT is defined as reported EBITDA plus profits from equity accounted investees Accounting Standards and deferral income less depreciation & amortisation. • Financials (other than JLR) contained in the presentation are as per IndAS • Free cash flow is defined as net cash generated from operating activities (including • Results of Jaguar Land Rover Automotive plc are presented under IFRS as repurchase financing) less net cash used in automotive investing activities, including realised adopted for use in the UK. profit/ loss on sale of mutual funds and excluding investments in consolidated entities, M&A linked asset purchases and movements in financial investments, and after net finance expenses (including interest on leases) and fees paid • Reported ROCE is analytically derived by dividing the reported EBIT for the last 12 months upon the average of the capital employed (YoY). Q1FY27 – Key highlights Launched Sierra.ev - redefining an icon for a Sets new benchmark for Hatchbacks with next gen Strong EV penetration, 112% YoY growth in Q1 bold, electric future Tiago & Tiago.ev Range Rover Electric debuts at Wimbledon Newest member of the Range Rover line-up Signing of MoU with Stellantis to collaborate on introduced: Range Rover GT product development in the US Q1: Revenue ₹95.8K Cr, EBITDA 7.4%, PBT(bei) ₹1.6K Cr Resilient start to the year, supply chain headwinds and commodity pressures persist Q1 FY27 | Consolidated |IndAS,₹K Cr Revenue EBITDA EBIT ₹K Cr YoY 9.3 % % YoY (130) bps % YoY (90) bps 105.4 95.8 13.1 87.7 7.4 8.4 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Wholesales (K units) 212.0 297.1 261.5 PBT (bei) FCF)(1) ₹K Cr ₹K Cr 11.4 -10.3 -11.8 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 (1) For Q1 FY26, the FCF is analytically derived for Consol PV business ( ex. CV) EBIT 2.4%; Net Debt at ₹42.2K Cr Net Debt increase, primarily attributable to seasonality Q1 FY27 | Consolidated |IndAS Revenue ₹K Cr PBT (bei) ₹Cr 10.7 (2.9) 0.1 (3.3)% 0.1% 12.2% 0.3% 95.8 87.7 (2,621) 3,950 134 143 1,606 9.3% increase Q1 FY26 JLR PV Others Q1 FY27 Q1 FY26 Volume & Mix Price Translation Others Q1 FY27 EBIT% 3.3% (1.3)% 0.3% 0.1% 2.4% Net Debt ₹K Cr Entities Net Debt/(Cash) ₹K Cr 42.2 9.1 PV(1) (8.0) 30.7 JLR 45.2 33.1 21.5 TML Holdings 5.8 (9.6) (1.0) Others(2) (0.8) FY25 FY26 Q1 FY27 Total 42.2 Ext. Debt Lease (1) Details for FY25 represents the proforma Net Debt for PV business for analytical purposes. (1) Includes standalone PV+EV+Joint operation FIAPL (2) Others primarily include TTL net cash JAGUAR LAND ROVER AUTOMOTIVE PLC RICHARD MOLYNEUX Chief Financial Officer Results for the quarter ended June 30, 2026 Q1 Revenue £6.0bn, adjusted EBIT margin 2.8% JLR delivers profitable quarter despite Q1 headwinds Q1 FY27 | Jaguar Land Rover | IFRS, £m EBIT Revenue EBITDA % £m YoY (9.6) % % YoY (120) bps YoY (120) bps 6,604 6,870 14.0 5,973 9.2 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Wholesales (k units) 87.3 95.3 79.3 PBT (bei)1 FCF YoY (0.2) b YoY (0.2) b (758) (998) ROCE % PAT (£m) 248 365 66 16.2 1.2 0.5 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 1 PBT before exceptional items. Exceptional items: £(4)m for Q1 FY26; £(6)m for Q4 FY26 Q1 FY27 performance V OLUM E & RE V E N UE - Volumes and revenue decreased in Q1, versus the prior quarter and prior year, having been affected by temporary supply constraints, including a fire at a major component supplier at the start of the quarter, market disruption linked totheconflict in theMiddle East,andtheplanned wind down of outgoing Jaguar models ahead of thelaunch ofJaguarType 01 - Q1 wholesales of 79.3k, down 9.2% YoY and down 16.8% QoQ - Q1 retails of 79.9k, down 15.4% YoY and down 13.9% QoQ - Q1 revenue of £6.0bn, down 9.6% YoY and down 13.1% QoQ P ROF IT A BILIT Y - Q1 adjusted EBIT margin of 2.8%, down from 4.0% in Q1 FY26 - Profit before tax and exceptional items of £109m in Q1, down from profit of £351m in Q1 FY26 - In addition to the impact of reduced volumes, YoY profitability was impacted by market conditions pushing retail VME up from 4.1% to 7.1%. The relative savings YoY in US-UK tariffs (reducing from 27.5% to 10%) were partially offset by non-repeat of the US emissions provision release for Fed CAFE in Q1 FY26 CA SH FLOW - Negative free cashflow of £998m for the quarter was largely due to the impact of reduced profitability referred to above, together with negative working capital typical for the first quarter of the fiscal year - Q1 cash balance £1.7bn; total liquidity £5.9bn including £1.7bn undrawn RCF, £1.0bn undrawn syndicated loan facility signed 19 May 26, and £1.5bn undrawn UKEF back [Showing first 8,000 characters — download PDF for full document]